Sales Presentation Analyst

Sales Presentation Analyst

Krakow

Sales and Client Relationship
Job ID: R-730506
Full time

Reporting to: Head of Distribution Strategy, Americas

Role Objective

The key objective for the ICG Presentation Analyst is to support Account Executives and Relationship Managers to maintain current business across the Institutional Client Group by developing commercially-oriented portfolio review presentations.

The role involves supporting regional teams with creating client-specific material to be presented at portfolio review meetings (quarterly, bi-annually, or annually). This requires maintaining a strong partnership with a number of teams across SSGA, including Investments, Product, Marketing & Content, Client Reporting, Business Controls, Legal and Compliance.

Role accountability

• Coordinate with Sales Analysts, Account Executives and Relationship Managers on materials needed for portfolio review meetings
• Work with SMEs on the required content
• Pulling key slides and client-specific information from SSGA’s brand repository and reporting databases
• Oversee formatting such as creating the title slides, tables of content, page numbers, biographies, etc.
• Meticulously review tracking codes of standard and custom slides to ensure they are approved in line with Compliance and risk-excellence processes
• Submit content into the internal marketing material repository which tracks the usage of such material
• Recommend enhancements to improve both the presentation process and the commercial purpose of meetings
• Join client reviews where possible

Key Relationships:

• Sales Analysts
• Account Executives and Relationship Managers
• Business Controls
• Portfolio Managers and Portfolio Strategists
• Global Content Management
• Bangalore Publishing Team
• Client Reporting
• Legal and Compliance

Core Competencies:

• Self-starter
• Strong communication skills
• Teamwork
• Integrity
• Respect
• Detail oriented

Personal Attributes

• Bachelor’s Degree
• Minimum 3 Years Professional Work Experience, ideally in the Financial Services industry, with Marketing/Content/Design & Power Point Skills
• Attention to detail
• Results oriented
• Excellent relationship skills
• Able to prioritize and meet multiple deadlines under pressure
• Strong communication skills with the ability to question the “status quo” to improve processes
• Good business acumen
• Good decision making skills
• Ability to work effectively across multiple teams

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